Workshop evidence
Account Intelligence Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
AI-01 |
Account OverviewAccount Health ScoreEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
AI-02 |
Stakeholder MapRelationship GapsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
AI-03 |
Competitive IntelligenceCompetitor ActivityEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
AI-04 |
Draft Meeting Talking PointsObjection HandlingEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
AI-05 |
Deal Risk AssessmentImmediate ActionsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
AI-06 |
Account Intelligence BriefingPre-Meeting ChecklistEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Account Intelligence Pilot; account-intelligence-executive-briefing; account-intelligence-stakeholder-map; account-intelligence-competitive-intel; account-intelligence-account-overview; account-intelligence-risk-assessment; aibast_account-intelligence-operating-rules.md; aibast_account-intelligence-synthetic-records.md | solutions/account-intelligence/screenshots/assisted/annotated/01-review-build.png |
easy-ai-01 |
easy | Account Overview; Evidence boundary; Account Health Score | solutions/account-intelligence/screenshots/assisted/annotated/02-ai-01.png |
easy-ai-02 |
easy | Stakeholder Map; Relationship Gaps; Evidence boundary | solutions/account-intelligence/screenshots/assisted/annotated/03-ai-02.png |
easy-ai-03 |
easy | Competitive Intelligence; Competitor Activity; Evidence boundary | solutions/account-intelligence/screenshots/assisted/annotated/04-ai-03.png |
easy-ai-04 |
easy | Draft Meeting Talking Points; Objection Handling; Evidence boundary | solutions/account-intelligence/screenshots/assisted/annotated/05-ai-04.png |
easy-ai-05 |
easy | Deal Risk Assessment; Immediate Actions; Evidence boundary | solutions/account-intelligence/screenshots/assisted/annotated/06-ai-05.png |
easy-ai-06 |
easy | Account Intelligence Briefing; Pre-Meeting Checklist; Evidence boundary | solutions/account-intelligence/screenshots/assisted/annotated/07-ai-06.png |
easy-confirm-draft |
easy | Account Intelligence Pilot | solutions/account-intelligence/screenshots/assisted/annotated/08-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/account-intelligence/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Account Intelligence Manual | solutions/account-intelligence/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Account Intelligence Agent — Global Instructions | solutions/account-intelligence/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/account-intelligence/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/account-intelligence/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_account-intelligence-operating-rules.md | solutions/account-intelligence/screenshots/manual/annotated/06-add-aibast-account-intelligence-operating-rules.png |
hard-step-07 |
hard | aibast_account-intelligence-synthetic-records.md | solutions/account-intelligence/screenshots/manual/annotated/07-add-aibast-account-intelligence-synthetic-records.png |
hard-step-08 |
hard | account-intelligence-account-overview | solutions/account-intelligence/screenshots/manual/annotated/08-add-account-overview.png |
hard-step-10 |
hard | account-intelligence-executive-briefing | solutions/account-intelligence/screenshots/manual/annotated/10-add-executive-briefing.png |
hard-step-11 |
hard | account-intelligence-risk-assessment | solutions/account-intelligence/screenshots/manual/annotated/11-add-risk-assessment.png |
hard-step-12 |
hard | account-intelligence-stakeholder-map | solutions/account-intelligence/screenshots/manual/annotated/12-add-stakeholder-map.png |
hard-step-13 |
hard | account-intelligence-value-messaging | solutions/account-intelligence/screenshots/manual/annotated/13-add-value-messaging.png |
hard-step-14 |
hard | Claude Opus 5; account-intelligence-value-messaging; account-intelligence-stakeholder-map; account-intelligence-risk-assessment; account-intelligence-executive-briefing; account-intelligence-competitive-intel; aibast_account-intelligence-synthetic-records.md; aibast_account-intelligence-operating-rules.md | solutions/account-intelligence/screenshots/manual/annotated/14-review-inventory.png |
hard-step-15 |
hard | account-intelligence-value-messaging; account-intelligence-stakeholder-map; account-intelligence-risk-assessment; account-intelligence-executive-briefing; account-intelligence-competitive-intel | solutions/account-intelligence/screenshots/manual/annotated/15-review-skills.png |
hard-step-16 |
hard | account-intelligence-value-messaging; account-intelligence-stakeholder-map; account-intelligence-risk-assessment; account-intelligence-executive-briefing; account-intelligence-competitive-intel; account-intelligence-account-overview | solutions/account-intelligence/screenshots/manual/annotated/16-review-skills-more.png |
hard-step-17 |
hard | Account Intelligence Manual | solutions/account-intelligence/screenshots/manual/annotated/17-open-preview.png |
hard-ai-01 |
hard | Account Overview; Evidence boundary; Account Health Score | solutions/account-intelligence/screenshots/manual/annotated/18-ai-01.png |
hard-ai-02 |
hard | Stakeholder Map; Relationship Gaps; Evidence boundary | solutions/account-intelligence/screenshots/manual/annotated/19-ai-02.png |
hard-ai-03 |
hard | Competitive Intelligence; Competitor Activity; Evidence boundary | solutions/account-intelligence/screenshots/manual/annotated/20-ai-03.png |
hard-ai-04 |
hard | Evidence boundary; Draft Meeting Talking Points; Objection Handling | solutions/account-intelligence/screenshots/manual/annotated/21-ai-04.png |
hard-ai-05 |
hard | Deal Risk Assessment; Evidence boundary; Immediate Actions | solutions/account-intelligence/screenshots/manual/annotated/22-ai-05.png |
hard-ai-06 |
hard | Account Intelligence Briefing; Evidence boundary; Pre-Meeting Checklist | solutions/account-intelligence/screenshots/manual/annotated/23-ai-06.png |
hard-step-24 |
hard | Account Intelligence Manual | solutions/account-intelligence/screenshots/manual/annotated/24-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|---|---|---|
hard-step-09 |
hard | solutions/account-intelligence/screenshots/manual/09-add-competitive-intel.jpg | No positive target-state anchor is visible in the frame. |